Our Team

At our firm, we have the client—and only the client—in mind.

Acting in a fiduciary capacity, we are committed to our clients’ best interests. Using due diligence, investing in software and tools, considering new resources, and building strong professional partnerships, we emphasize through financial planning.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Acting in a fiduciary capacity, we are committed to our clients’ best interests. Using due diligence, investing in software and tools, considering new resources, and building strong professional partnerships, we emphasize through financial planning.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

CJP 2022
Christopher J. Pfanstiel, AIF, CLU, ChFC, RICP®, CFP®
Wealth Management Advisor / Founder
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Nick Pochiba
Wealth Advisor
Dan Gray
Daniel C. Gray, MBA, CES™
Wealth Advisor
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Jim George
Wealth Advisor
EG 2022
Emma Sarnese, CFP®
Director of Investment Services
KC 2022
Kayla Labate, MBA, CLU
Director of Insurance Planning
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Justin Baierl, CFP®
Wealth Advisor
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David Ambrose
Financial Professional
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Brooke Kinsinger
Financial Administrator